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FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $4.13B
1-Year Est. Return 32.58%
This Fund
S&P 500
This Quarter Est. Return
+7.4%
1 Year Est. Return
+32.58%
3 Year Est. Return
+77.81%
5 Year Est. Return
+94.45%
10 Year Est. Return
+341.63%
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
-$123M
Cap. Flow %
-3.48%
Top 10 Hldgs %
37.25%
Holding
1,780
New
51
Increased
361
Reduced
333
Closed
43

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.2M
2
JPM icon
JPMorgan Chase
JPM
+$3.16M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.26M
2
MSFT icon
Microsoft
MSFT
+$6.98M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

Rank Sector Weight
1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OSK icon
851
Oshkosh
OSK
$9.41B
$7K ﹤0.01%
54
+1
+2% +$133
JAZZ icon
852
Jazz Pharmaceuticals
JAZZ
$16B
$6.99K ﹤0.01%
53
+2
+4% +$240
MKSI icon
853
MKS Inc
MKSI
$20.7B
$6.93K ﹤0.01%
56
+3
+6% +$320
SAIA icon
854
Saia
SAIA
$10.1B
$6.88K ﹤0.01%
23
+3
+15% +$905
SEIC icon
855
SEI Investments
SEIC
$12.8B
$6.87K ﹤0.01%
81
– –
NNN icon
856
NNN REIT
NNN
$8.87B
$6.81K ﹤0.01%
160
+7
+5% +$297
CGNX icon
857
Cognex
CGNX
$10.4B
$6.79K ﹤0.01%
150
– –
JHMM icon
858
John Hancock Multifactor Mid Cap ETF
JHMM
$6.18B
$6.79K ﹤0.01%
105
– –
ZION icon
859
Zions Bancorporation
ZION
$10.5B
$6.79K ﹤0.01%
120
+8
+7% +$445
EXP icon
860
Eagle Materials
EXP
$6.41B
$6.76K ﹤0.01%
29
+2
+7% +$453
PNW icon
861
Pinnacle West Capital
PNW
$12.2B
$6.72K ﹤0.01%
75
– –
FND icon
862
Floor & Decor
FND
$6.27B
$6.71K ﹤0.01%
91
+8
+10% +$656
BXP icon
863
Boston Properties
BXP
$11B
$6.69K ﹤0.01%
90
– –
RVTY icon
864
Revvity
RVTY
$13.1B
$6.66K ﹤0.01%
76
– –
VDC icon
865
Vanguard Consumer Staples ETF
VDC
$8.03B
$6.63K ﹤0.01%
31
– –
R icon
866
Ryder
R
$10.1B
$6.6K ﹤0.01%
35
+4
+13% +$721
BIDU icon
867
Baidu
BIDU
$35.5B
$6.59K ﹤0.01%
50
– –
AA icon
868
Alcoa
AA
$13.1B
$6.58K ﹤0.01%
200
+15
+8% +$466
GNRC icon
869
Generac Holdings
GNRC
$12.8B
$6.53K ﹤0.01%
39
– –
PR
870
Permian Resources
PR
$17.7B
$6.53K ﹤0.01%
510
+25
+5% +$343
ELF icon
871
e.l.f. Beauty
ELF
$5.43B
$6.49K ﹤0.01%
49
+3
+7% +$370
TTC icon
872
Toro Company
TTC
$9.21B
$6.48K ﹤0.01%
85
+2
+2% +$153
PAYC icon
873
Paycom
PAYC
$10.1B
$6.45K ﹤0.01%
31
– –
WTS icon
874
Watts Water Technologies
WTS
$12.8B
$6.42K ﹤0.01%
23
+1
+5% +$268
AES icon
875
AES
AES
$10.5B
$6.42K ﹤0.01%
488
– –
33 34
35
36 37

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SP
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GCM
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ZP
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SHCM
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CA
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ICP
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Farmers & Merchants Investments Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Farmers & Merchants Investments Inc held 1,780 positions worth $3.53B, up 2.8% from $3.43B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Farmers & Merchants Investments Inc withdrew a net $123M in Q3 2025, closing 43 positions and reducing 333 holdings. Its most notable exit was Juniper Networks, an estimated $657K position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Financials and Industrials.

Against the trend, Farmers & Merchants Investments Inc opened a new position in Applovin worth $107K.

  • Farmers & Merchants Investments Inc's largest Q3 2025 buy was Applovin: 149 shares worth $107K.
  • Farmers & Merchants Investments Inc added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $14.2M increase.
  • Farmers & Merchants Investments Inc's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.26M.
  • Farmers & Merchants Investments Inc fully exited Juniper Networks in Q3 2025, selling an estimated $657K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 37% of its $3.53B portfolio in Q3 2025.
  • Farmers & Merchants Investments Inc opened 51 new positions and closed 43 in Q3 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 2.8% quarter-over-quarter to $3.53B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.